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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,892 | $112,729-27.4% | $98,716-17.0% | $137,256-40.3% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.3%-8.2pp | 80.0%-18.8pp |
| Annual return | 14.07% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,635 | $2,725-40.0% | $2,279-28.2% | $4,156-60.7% |
| Participant deferral / active EE | $2,586 | $4,640-44.3% | $4,048-36.1% | $6,407-59.6% |
| Admin fee / account holder | $1,248 | $10,129-87.7% | $8,703-85.7% | $12,270-89.8% |